Lisa Raye Hund, ChFC® CExP™ MBA

803-242-1288

Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

 
 
Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Understanding Dividends

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

 

Preparing the Future Generation

Discover why we need to plan the future for future generations today.

Keeping Your Business Strong

Think about your investment in your business. It’s not simply a business, it’s your life’s work.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

How Will You Be Remembered?

Estate planning is one of the best ways to leave a lasting legacy to your loved ones.

Ways to Turn Spending into Savings

Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

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